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how to lock documents to invoices if you dont want your clients to have access to a document up until they pay the invoice you have sent them then you can utilize our lock to invoice function I will upload a document into a folder with client can view rights meaning the ones with a green eye icon after selecting the folder youll be able to click on the link invoice button you can then either create a new invoice by using this button in the top right corner or select one or more existing invoices if you then upload the document it will be locked to that invoice you selected in the documents page of the client portal the locked document will appear in the waiting for Action window but it can also be seen in the recent and folder tabs your client will see the lock icon on the document as well as a label saying pending payment if the client tries to open it they will be prompted to pay the invoice once they pay the invoice theyll be able to open it
